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Update case data using a CSV import

Learn how to update existing case data by creating a data template, saving your spreadsheet as a CSV file, and running an import job in Update mode.

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Written by Huzayfah Patel

⚠️ Important: The CSV file and the data template must both include case.key so the import can identify and update the correct cases.

Create a Data Template

  1. Create a new Data Template for the import.

  2. Map each column in the spreadsheet to the field where you want the data to be imported.

  3. Include case.key in the data template so the import can match each row to the correct case.

  4. Save the data template when all required fields have been mapped.

Prepare the CSV File

  1. Open the spreadsheet that contains the data you want to import.

  2. Check that the spreadsheet includes a case.key column for every case you want to update.

  3. Make sure the remaining columns match the fields mapped in the data template.

  4. Save the spreadsheet in CSV format.

Run the Import Job

  1. Create or open an Import job.

  2. Select the data template you created.

  3. Select the CSV file you saved.

  4. Set the Import mode to Update.

  5. Run the import job.

  6. Check the affected cases to confirm that the mapped fields have been populated with the imported data.

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